Experience Our Difference

Your estate plan is as much about your quality of life issues as it is about preserving your assets for your beneficiaries.

Our holistic estate planning approach counsels you and your family beyond traditional death transfers to focus on your life care planning through quality of life management solutions, and aids you in asset preservation through legal solutions.

Legacy Planning will protect those you love, your minor children, your spouse or partner and your pets, and will examine your financial wealth, long term well being and family’s peace of mind when you are no longer able to make decisions.